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法国兴业银行隔夜经济新闻摘要

-- 法国兴业银行在周五早间发布的经济新闻摘要中指出: ——布伦特原油价格下跌,VIX指数上涨1.3%至18.2,美伊谈判将于本周末重启。特朗普总统表示:“我们与伊朗达成协议的前景非常乐观,而且这将是一项不错的协议。他们几乎同意了所有事项。他们现在需要拿出书面文件来。”与此同时,以色列和黎巴嫩同意休战10天。 ——美国国债托管持有量在过去八周中第七周下降,自2月底以来已减少1060亿美元。美国前财政部长保尔森表示:“鉴于长期以来对联邦债务负担的担忧,美国必须制定一项紧急计划,以避免最终可能出现的对美国国债需求的‘恶性’崩溃。” 日本央行政策变动:下一次加息25个基点将推迟至6月或7月,具体取决于伊朗战争的进展,之后可能推迟至10月或12月。 今日要闻:美联储主席戴利、巴金和沃勒将发表讲话。英国央行行长布里登和皮尔也将出席会议。欧元区贸易收支情况也将进行讨论。

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

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$^TASI$SASE:2380$SASE:4012
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Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

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